
KARA LEVENTIS
Meet Kara Leventis:
Kara Leventis is a Banker in the Cleveland office of J.P. Morgan Private Bank. Kara works closely with a diverse blend of successful individuals, including private equity and investment banking professionals and female founders and entrepreneurs. She serves as a conduit to the firm’s breadth of capabilities to help clients address the challenges and opportunities of substantial wealth.
Kara draws on her background in complex lending structures and the alternative investment universe to help clients optimize both sides of the balance sheet—portfolio strategies, credit, estate planning and more. Her recommendations are informed by the thought leadership of J.P. Morgan, and she is adept at allocating assets in a strategic manner across the competitive fund landscape. Kara has a particular interest in advising powerful women, building a network and empowering them to take their places as leaders and philanthropists. She blends a winning combination of intelligence and warmth to unite people in thoughtful and synergistic ways.
Kara began as a Pension Consultant at McHenry Advisers, which strengthened her foundation in quantitative analysis and financial modeling. She joined J.P. Morgan’s Analyst program in Ohio and then played an instrumental role with the firm’s Financial Institutions Group in New York. More recently, Kara was an Associate at HPS Investment Partners, working alongside the CEO and CFO of the private credit fund to evaluate strategic opportunities and support its firm-wide initiatives. In her return to J.P. Morgan, she brings her value-added background to the team and culture that helped launch her professional journey.
Originally from Warren, Kara earned a B.S. in Actuarial Science from The Ohio State University.
Kara is excited to expand J.P. Morgan’s presence in the Northeast Ohio area, where she continues to live and has deep ties inthe community. She enjoys playing tennis and golf and traveling to new destinations.
Meet Kara Leventis:
Kara Leventis is a Banker in the Cleveland office of J.P. Morgan Private Bank. Kara works closely with a diverse blend of successful individuals, including private equity and investment banking professionals and female founders and entrepreneurs. She serves as a conduit to the firm’s breadth of capabilities to help clients address the challenges and opportunities of substantial wealth.
Kara draws on her background in complex lending structures and the alternative investment universe to help clients optimize both sides of the balance sheet—portfolio strategies, credit, estate planning and more. Her recommendations are informed by the thought leadership of J.P. Morgan, and she is adept at allocating assets in a strategic manner across the competitive fund landscape. Kara has a particular interest in advising powerful women, building a network and empowering them to take their places as leaders and philanthropists. She blends a winning combination of intelligence and warmth to unite people in thoughtful and synergistic ways.
Kara began as a Pension Consultant at McHenry Advisers, which strengthened her foundation in quantitative analysis and financial modeling. She joined J.P. Morgan’s Analyst program in Ohio and then played an instrumental role with the firm’s Financial Institutions Group in New York. More recently, Kara was an Associate at HPS Investment Partners, working alongside the CEO and CFO of the private credit fund to evaluate strategic opportunities and support its firm-wide initiatives. In her return to J.P. Morgan, she brings her value-added background to the team and culture that helped launch her professional journey.
Originally from Warren, Kara earned a B.S. in Actuarial Science from The Ohio State University.
Kara is excited to expand J.P. Morgan’s presence in the Northeast Ohio area, where she continues to live and has deep ties inthe community. She enjoys playing tennis and golf and traveling to new destinations.
- Advisor Type:
- Website:
https:// - Phone:
- City:
- State:
- Postal Code:
- Country:
- Designations:
- Markets Served:
- Company Name:
KARA LEVENTIS

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
